by Kay Dee Cole | Aug 8, 2018 | Financial Planning
What does the fair have to do with financial planning? Finances affect every corner of our lives, and vice-versa – even those days spent on the fairgrounds. Today’s story is an anecdote I often think of during my days as a financial planner, one that no doubt...
by Kay Dee Cole | Aug 31, 2017 | Estate Planning, Financial Planning, News, Protecting Your Assets & Credit, risk, Tips for Saving
According to a survey by the American Psychological Association, women worry more about their financial security than men. Almost a third of the women surveyed said they worry about finances all the time. And more than half experience stress just trying to make ends...
by Kay Dee Cole | Jul 17, 2017 | Financial Planning, News
Ever wonder what a typical day for an advisor entails? Although each advisor has a different approach to financial planning (and life in general), we’d love to give you an idea of what a regular day at Clarity looks like. Here’s an inside look at Kay Dee...
by Kay Dee Cole | Dec 1, 2016 | Decision Making, Financial Planning, Investing, News
New or old, Clarity Wealth Development clients all have something in common: They have adopted smart, disciplined investing habits. Practicing good financial habits is all about consistency and keeping a long-term focus. As the golden rule of investing states, time in...
by Kay Dee Cole | Oct 3, 2016 | Estate Planning, Financial Planning, News, Organizing Your Finances, Protecting Your Assets & Credit, Retirement, Uncategorized
The American Bar Association reports that one in 10Â Americans over the age of 60 will experience some form of elder abuse. And according to the National Center on Elder Abuse (NCEA) only one in 45 cases is actually reported! Most people can’t imagine that...
by Kay Dee Cole | May 14, 2014 | Decision Making, Financial Planning, Investing, Organizing Your Finances
Think about when you want to give money to charity. Do you just throw the money at the first organization you see, or do you carefully research the organizations and choose one that you believe in? For many investors, a values-based approach to investing feels most...
